WEOKIE Federal Credit Union By WEOKIE Federal Credit Union • June 10, 2020

Why You Should Sign Up for Free Financial Coaching with WEOKIE

Do you know what your financial goals are? 

Do you have short-term and long-term plans in place to help you reach those goals? 

What is more important to you: saving, investing, preparing for retirement, improving your credit score, financing a major purchase such as a home or auto or something else altogether?

Getting financial advice from an expert can help you figure out exactly what you need to be successful when it comes to reaching goals and milestones. Your financial wellbeing shouldn’t be left to chance; free financial coaching from WEOKIE can help you create a solid plan. 

Why do we offer FREE financial coaching?

Here at WEOKIE, we are committed to the financial well-being of our members. We understand that your finances could be overwhelming or confusing. Because everyone is different, it can be hard to get the advice you need just by Googling and searching for what you should do

Financial coaches help their clients with several things, including:

  • How to set and meet financial goals
  • How to manage your current finances 
  • How to get out of debt
  • How to increase your savings
  • Making wise investments for your circumstances
  • Improving your debt-to-income ratio
  • Gaining confidence in your financial decisions

Why do we offer this for free? Because we don’t think that there should be any barriers to getting good financial advice from a qualified professional! 

We want to see you become financially successful, and it is our job to provide you with all of the tools we can to help you do that! 

WEOKIE financial coaching is flexible and meets your needs.

You may prefer to meet in a face-to-face setting for financial coaching. There is something personal and meaningful in sitting down with someone who is ready to help you get your finances on track. 

However, in today’s challenging environment, we want to be available to everyone, and that includes those who can’t come in for a face-to-face meeting or people with non-traditional work schedules. That’s why we offer coaching via phone and a great library of online coaching services as well! 

Our online services include advice and training on topics such as:

As you can see from this list, we can help people no matter what their specific needs are! 

Financial coaching can help everyone!

Some people may read this and wonder, “Yeah, but is financial coaching really for me?” 

Maybe you feel like you’re so far away from being able to meet your financial goals that you aren’t even making any yet. If you are in debt or struggling with a bad credit score, you may feel like financial coaching is for people who are ready to start investing their money or making a major purchase. No matter what situation you are in, we encourage you to think about it differently: financial coaching can help you figure out how to get on the right track. We offer advice without judgment and insight without criticism. 

It’s also possible that you are on the other side of the spectrum. Perhaps you feel like you already understand a lot about financial planning, saving, and investing. But even if you already have a lot of experience with financial planning and success, it can still be incredibly helpful to have someone with a new perspective sit down with you and help you see what you might be missing. You could be overlooking something important because you need a new perspective! Let us do that for you! 

How can you set up financial coaching with WEOKIE?

Our online coaching, outlined above, is always available. 

If you want to have a conversation with one of our trained coaches, visit our coaching page to set up an appointment. We look  forward to talking with you and helping you as you work to achieve your financial goals!

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